See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,477 | $92,222-93.0% | $76,768-91.6% | $135,375-95.2% |
| Participation rate | 39.1% | 79.8%-40.6pp | 77.0%-37.8pp | 82.6%-43.5pp |
| Annual return | -35.72% | 5.46%-41.2pp | 2.43%-38.2pp | 519.73%-555.5pp |
| Employer contribution / active EE | $1,199 | $3,216-62.7% | $2,485-51.8% | $4,779-74.9% |
| Participant deferral / active EE | $2,302 | $4,509-48.9% | $3,852-40.2% | $5,609-59.0% |
| Admin fee / account holder | $396 | $10,748-96.3% | $6,675-94.1% | $10,827-96.3% |